232 results found
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Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay4 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4 votes -
4 votes
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4 votes
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4 votes
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QuickBooks : AMEX
Option to have AMEX in Quickbooks
3 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
3 votes -
Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
3 votes -
Card details field for PayPal
Card details field for PayPal
3 votes -
Integration with Flywire
Payment Integration with Flywire
3 votes -
3 votes
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Add cash as a payment option
Add cash as a payment option
3 votes -
Ability to track multiple payments on one contract.
Ability to track multiple payments on one contract.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes
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